The Financial Planning I (FP I) course is designed to help you deliver the most effective financial plan analysis to your valued clients, based on their personal requirements and provides you with comprehensive knowledge about financial planning. Upon successful completion, you will be able to implement best practices in budgeting, borrowing, constructing, and analyzing personal financial statements.

What skills will you develop?

  • Managing the Financial Planning Process
  • Budgeting and Consumer Lending
  • Mortgages
  • Taxation, Investments and Retirement
  • Wills and Powers of Attorney
  • Risk Management and Life Insurance

What’s more, completing the FP I puts you one step closer to earning the Personal Financial Planner (PFP®) designation and Certificate in Financial Services Advice – CSI’s industry-leading credentials.

Who should enrol?

The FP I is designed for individuals with experience in the financial services field, interested in pursuing a Certificate in Financial Services Advice or the Personal Financial Planner (PFP®) designation. These individuals have likely completed the Canadian Securities Course (CSC®) or the Investment Funds in Canada (IFC) course and are looking to progress in their careers in financial planning.